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Latest MACROVIEW INVESTMENT MANAGEMENT LLC Stock Portfolio

$162Million | No. of Holdings #105

MACROVIEW INVESTMENT MANAGEMENT LLC Performance

2026 Q2+5.67%
YTD+3.89%
2025+16.93%

About MACROVIEW INVESTMENT MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

On 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, MACROVIEW INVESTMENT MANAGEMENT LLC reported an equity portfolio of $162 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of MACROVIEW INVESTMENT MANAGEMENT LLC are SPY, BAPR, FNDA. The fund has invested 6.6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 4.9% of portfolio in INNOVATOR ETFS TRUST. <br><br> The fund managers got completely rid off INNOVATOR ETFS TRUST, KLX ENERGY SERVICES HOLDINGS (KLXE) and FIRST TR EXCHNG TRADED FD VI (AFLG) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), MICRON TECHNOLOGY INC (MU) and JPMORGAN CHASE & CO (JPM). MACROVIEW INVESTMENT MANAGEMENT LLC opened new stock positions in WORLD GOLD TR (GLDM), INNOVATOR ETFS TRUST and HUDSON PACIFIC PROPERTIES IN (HPP). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), PROSHARES TR (BZQ) and BLACKROCK ETF TRUST (BECO).
MACROVIEW INVESTMENT MANAGEMENT LLC Equity Portfolio Value
Last Reported on: 28 Jul, 2026
$162Million
  as of Jul 28, 2026

MACROVIEW INVESTMENT MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MACROVIEW INVESTMENT MANAGEMENT LLC made a return of 5.67% in the last quarter. In trailing 12 months, it's portfolio return was 14.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
world gold tr2,225,350
innovator etfs trust1,695,820
hudson pacific properties in691,753
ishares tr517,951
advanced micro devices inc336,347
roundhill etf trust248,358
cisco sys inc246,711
crowdstrike hldgs inc238,863
New stocks bought by MACROVIEW INVESTMENT MANAGEMENT LLC

Additions

Ticker% Inc.
ishares tr300
proshares tr112
blackrock etf trust32.12
science applications intl co24.83
invesco exchange traded fd t17.94
international business machs13.45
first tr exchange-traded fd12.27
vanguard tax-managed fds12.06
Additions to existing portfolio by MACROVIEW INVESTMENT MANAGEMENT LLC

Reductions

Ticker% Reduced
spdr gold tr-55.57
micron technology inc-49.65
jpmorgan chase & co-12.87
nvidia corporation-7.05
union pac corp-6.96
berkshire hathaway inc del-6.85
unitedhealth group inc-5.66
profesionally managed portfo-5.63
MACROVIEW INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker$ Sold
klx energy services holdings-454,210
innovator etfs trust-1,138,060
eos energy enterprises inc-228,438
under armour inc-224,088
invesco exch trd slf idx fd-334,081
sharplink inc-80,625
first tr exchng traded fd vi-350,794
chevron corporation-212,367
MACROVIEW INVESTMENT MANAGEMENT LLC got rid off the above stocks

Sector Distribution

MACROVIEW INVESTMENT MANAGEMENT LLC has about 83.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
Sector%
Others83.7
Technology6.6
Consumer Cyclical3.2
Communication Services1.8
Financial Services1.7

Market Cap. Distribution

MACROVIEW INVESTMENT MANAGEMENT LLC has about 15.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.7
MEGA-CAP13.2
LARGE-CAP2.4

Stocks belong to which Index?

About 15% of the stocks held by MACROVIEW INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others84.1
S&P 50015
Top 5 Winners (%)%
MU
micron technology inc
181.7 %
UNH
unitedhealth group inc
52.1 %
CARZ
first tr exchange-traded fd
43.4 %
MS
morgan stanley
27.0 %
QQQ
invesco qqq tr
26.6 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
1.3 M
QQQ
invesco qqq tr
1.3 M
FNDA
schwab strategic tr
1.0 M
IJR
ishares tr
1.0 M
IJR
ishares tr
0.7 M
Top 5 Losers (%)%
IJR
ishares tr
-60.3 %
BZQ
proshares tr
-39.5 %
GDS
gds hldgs ltd
-25.5 %
XOM
exxon mobil corp
-19.2 %
LMT
lockheed martin corp
-15.7 %
Top 5 Losers ($)$
BZQ
proshares tr
-1.5 M
IJR
ishares tr
-1.2 M
PHYS
sprott asset management lp
-1.0 M
GLD
spdr gold tr
-0.5 M
IAU
ishares gold tr
-0.3 M

MACROVIEW INVESTMENT MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MACROVIEW INVESTMENT MANAGEMENT LLC

MACROVIEW INVESTMENT MANAGEMENT LLC has 105 stocks in it's portfolio. About 42.2% of the portfolio is in top 10 stocks. BZQ proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for MACROVIEW INVESTMENT MANAGEMENT LLC last quarter.

$160.96MTotal Value
113Positions
28 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of MACROVIEW INVESTMENT MANAGEMENT LLC, last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Vaneck Etf Trust over time
0.23%5,335
$366.0K
0.23%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in First Tr Exchng Traded Fd Vi over time
0.85%55,029
$1.37M
0.85%
increased 1.21 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Global X Fds over time
0.14%4,435
$221.6K
0.14%
new position
AGT
Ishares Tr

Ishares Tr

AGT
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Ishares Tr over time
1.51%14,938
$2.44M
1.51%
increased 0.04 percentadded
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Innovator Etfs Trust over time
4.92%138,327
$7.97M
4.92%
decreased 0.09 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Innovator Etfs Trust over time
0.89%30,285
$1.45M
0.89%
unchanged 0 percentunchanged
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Blackrock Etf Trust over time
0.2%4,660
$316.9K
0.2%
increased 32.12 percentadded
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in First Tr Exchange-Traded Fd over time
0.2%16,194
$316.9K
0.2%
increased 12.27 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Spdr Series Trust over time
0.29%5,403
$474.8K
0.29%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Spdr Series Trust over time
0.22%2,204
$348.9K
0.22%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Vanguard Scottsdale Fds over time
0.96%14,650
$1.56M
0.96%
decreased 2.41 percentreduced